+533,337.2%
NVDA vs DOC
+741.9%
+532,595.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.1% | -6.3% | -4.4% |
| 7D | -7.1% | +8.7% | -15.8% | -10.2% |
| 30D | -16.2% | +7.6% | -23.9% | -19.0% |
| 3M | -5.5% | -5.3% | -0.2% | -3.9% |
| 6M | +1.1% | +27.6% | -26.5% | -9.8% |
| YTD | +7.6% | +32.4% | -24.8% | -5.8% |
| 1Y | +1.0% | +22.9% | -21.9% | -9.1% |
| 3Y | +346.0% | +43.1% | +302.9% | +262.2% |
| 5Y | +574.5% | -21.4% | +595.9% | +603.2% |
| 10Y | +11,972.9% | +16.8% | +11,956.0% | +9,711.1% |
| All | +533,337.2% | +741.9% | +532,595.3% | +138,977.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DOC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling